You can use a credentials profile to automatically log in to Microsoft SharePoint Online when you open a connection in a web client. This way you can use your SharePoint Online data in Automation Services, Scheduled Updates, and dashboards where you want no manual login steps.
For information about how to configure and use credentials profiles, see:
In credentials profiles for SharePoint Online connections, you do not store a regular username and password. Instead, you use an OAuth refresh token that gives access to SharePoint Online data from web clients in your Spotfire environment.
Creating a credentials profile for Microsoft SharePoint Online
You can get a credentials profile with a refresh token for SharePoint Online in your Spotfire web client.
Prerequisites
The preference Allow copying refresh token for credentials profile must be set to True for your user group.
You must have enabled the Microsoft SharePoint Online connector for your web clients.
You need a non-personal SharePoint Online account. Do not use your own personal account for credentials profiles.
You need an analysis with a connection to Microsoft SharePoint Online.
Procedure
In a Spotfire web client,
open an analysis that contains a connection to SharePoint Online.
When you are prompted, log in to SharePoint Online with your non-personal
account.
Tip: When the analysis is open, make sure
that you are in Editing mode. There is
a drop-down menu in the top-right corner, where you can switch between
Viewing and Editing.
Click Data
canvas to open the
Data canvas .
On the Data canvas, locate and click the node of your SharePoint Online connection.
On the Loaded
data from… card, click Click for options and select Copy
credentials profile.
A credentials profile is now available in your clipboard, with a refresh token for the account you used to log in to SharePoint Online.
Add your credentials profile to your web player service configurations. For instructions, see Credentials profiles for connectors.
Sample credentials profile
The credentials profile that you copy to your clipboard looks like this:
<entry profile="Profile name”>
<username></username>
<password>Your OAuth refresh token</password>
</entry>
Before you use the credentials profile, remember to change the placeholder name, Profile name, to the profile name you want.
The username setting is supposed to be empty.
See also:
Accessing Data from Microsoft SharePoint Online
Enabling the Microsoft SharePoint Connector in Spotfire Web Clients